Employee Benefits New Business Coordinator; Select

USI Insurance Services • Union, NJ

257d • $50,000 - $55,000

About The Position

Support small employee benefits sales and account management teams. Assist with the effective transition of new business cases from sales to operations.

Requirements

• Entry-level position.
• College degree preferred.
• Customer service experience preferred.
• Must be willing to earn a Health, Life and Disability insurance license.
• Knowledge of BenefitPoint and ImageRight preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Responsibilities

• Assist with the onboarding of new sales.
• Work with Select producers and operations team leader/implementation specialist.
• Facilitate the transfer of new sales from the producers to the appropriate operations team member.
• Serve as the subject matter expert for producers on new client implementation forms and processes.
• Assist with the preparation of needed materials for submission of new business to insurance carriers.
• Request information from new clients and carriers and create internal files.
• Maintain a high degree of accuracy in agency management and document management systems.
• Request and monitor new business missing information from clients, producers, and carriers.
• Verify accuracy of commissions on new business cases.
• Ensure accurate and timely response to all outstanding issues.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Benefits

• Medical, wellness, dental and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.
• Employee programs that recognize outstanding achievement.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial help in times of need.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree